Tag Archives: Superannuation General

CASE STUDY – Chelsea over 50yo – Wanted to control her super as a single mum

Chelsea was a single parent who never re-married, but devoted her life to supporting and raising her 4 children. Not only that, one daughter was a special-needs child with Down’s Syndrome. But she was the love of their lives, of … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , | Leave a comment

CASE STUDY – Peter over 50yo – Wanted to control his super

Peter ran his own business for many years and enjoyed the rush and buzz – like any business there were challenges and ups and downs. His children were grown up and married and supporting themselves – he chuckled as many … Continue reading

Posted in 1 Latest Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , | Leave a comment

Masterclass SMSF – End of Financial Year Review – Ensure the records and tasks are in order!

With only weeks to the End of Financial Year (EOFY) left, it’s time to have a review to ensure all is in order and all papers documenting all transactions during the year, are in hand and ready for auditor and … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , , , ,

Masterclass SMSF – Borrowing in SMSF – Careful with Apartments and Car Parks!

Last month we covered an overview of the Cans and Can’ts with Borrowing in an SMSF. CAUTION – However when it comes to apartments, be careful – get the facts BEFORE you commit! Several clients have found that when the … Continue reading

Posted in 1 Latest Newsletter Topics, Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , | Leave a comment

Basics about Super – Small Business Superannuation Clearing House (SBSCH) – How it can help Small Business

The Australian Tax Office (ATO) has a service called the Small Business Superannuation Clearing House, designed to help small business (with less than 19 employees) meet their super obligations as employers. Here is what the ATO site says – The … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , | Leave a comment

NEWS –Super Changes Passed in Parliament April 2017

Reporting at Advisor Voice – After receiving feedback from industry, the federal parliament has passed amendments giving effect to regulatory change, continuing the implementation of changes to superannuation that were announced by the Turnbull government in the 2016 federal budget. … Continue reading

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

Basics about Super – Transition to Retirement TTR – How does it work?

A TTR (Transition to Retirement) is a method for topping up your income as you approach retirement. It helps you supplement your work income with a super pension, enabling you to work less or part-time. It is good to see … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , | Leave a comment